Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes annual payments to Darrow
  3. Remainder transferred to your heirs

 Benefits

  • Annual gift to Darrow
  • Future gift to heirs at fraction of property's value for transfer-tax purposes
  • Professional management of assets during term of trust
  • No charitable income-tax deduction, but donor not taxed on annual income of the trust

More Information

Contact Us

Miranda Meyers
Associate Director of Advancement
Darrow School
110 Darrow Road
New Lebanon, NY 12125
E-mail: meyersm@darrowschool.org
518-704-2776

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